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Tuesday, October 6, 2026Family Office Daily Briefing →Sign in
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Flaharty Asset Management

CLEARWATER, FL
CRD: 168495
In PWD coverage since September 10, 2026 · 4 stories
$902MRegulatory AUMSEC Form ADV · Oct 3
10EmployeesForm ADV
Regulatory AUM · Sep 12 – Oct 3
PWD coverage
move

Six Modern Wealth advisors left as it acquired $710 million in assets

Consolidators can buy a book; the week showed they cannot buy the advisors who run it, and the recruiting market is repricing on that difference.
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